Lehigh Valley: 2026 Federal Tax Course
8 hours Federal Tax
2026 Federal Tax Workbook Topics Tentative – Subject to Update
Related Party Issues
- Limits on losses and deductions
- Transactions between related persons and partnerships
- Deprecation
- Like-Kind Exchanges
- Installment Sales
Income Tax Implications of Equity Compensation
- Equity compensation types, including incentive stock option, employee stock purchase plans, restricted stock awards and units, stock appreciation rights, phantom stocks
- Equity compensation life cycle
- Planning considerations
Amending Returns – amending various types of returns: individual, corporate partnership, trust, etc.
Individual Topics
- Implementation of OBBBA (including Trump Accounts, tips, and overtime)
- Penalty issues
IRS Update
New Developments
Small Business Issues
- Employee Tax Issues
- NOL/EBL
- QBI Refresher
Rulings and Cases
Registration Options
|
Registration Options
|
Credits | Price |
|---|---|---|
|
Member
|
8.00 (Tax (Federal)) | $245.00 |
|
Non-Member
|
8.00 (Tax (Federal)) | $315.00 |
Mary Lew Kehm, CPA & Colleen S. Krcelich, CPA/CFP
Mary Lew Kehm is a Certified Public Accountant in solo private practice for more than 35 years, specializing in individual and small business taxes. Her office and home are in Whitehall Township, just north of Allentown, PA. She currently holds the PFS (Personal Financial Specialist) credential through AICPA.
Mary Lew has served as state President of the Pennsylvania Society of Tax and Accounting Professionals (Pennsylvania Society of Public Accountants), is a past president of the Lehigh Valley Chapter of the PSTAP/PSPA, and is the administrator of the PSTAP email discussion list, as well as an active member of the list. In addition to PSTAP, she is a member of AICPA, PICPA, and NATP. She has spoken on a wide range of tax topics geared to the small practitioner and is known for her in-depth research and practical take on complex issues.
Colleen Krcelich, CPA/CFP
Colleen has more than 25 years of experience working with small to medium size companies successfully manage their growth, from start-up to succession planning and investor exit strategies.
Colleen began her career with Deloitte US in Allentown, PA. She then gained significant experience in HR and Accounting at IQE, a high-tech firm located in Bethlehem, where she was part of the management team responsible for growth from 13 to 175 employees in 6 years, in addition to a merger and successful public offering on NASDAQ Europe.
She continued to gain experience with various other high-tech and manufacturing firms before forming Business Support Solutions, LLC. She sold BSS in 2015 to concentrate on other interests, including teaching, but continues to service a select group of clients. In order to offer personalized guidance to her investment clients, she obtained her securities registrations in 2007.
To enhance the level of service offered to her clients, Colleen partnered with The Rockland Group – Wealth Management, LLC in 2020 to offer comprehensive financial planning resources.
Colleen and her husband reside in Bethlehem, PA. When they have a little free time, they enjoy camping and hiking.
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For More Information:
150 Corporate Center Drive Suite 205Camp Hill, Pennsylvania 17011
United States 800.270.3352